Crypto Asset Management: A Guide for Individual Investors & Financial Professionals

The California Gold Rush of the 1850s saw hundreds of thousands of people flock to California to try their fortune at finding the precious alloy.
And now, about 50 million Americans own at least one parcel of another ( digital ) “ cute metallic ” — the cryptocurrency Bitcoin.
A raw bang to riches is upon us. But unlike the original Gold Rush, this one may actually be sustainable.
But that ’ s lone if it meets one very important condition.

It has to be easy for individual investors and fiscal professionals to participate in the crypto market.
And this is what makes crypto asset management tools absolutely key in today ’ s fiscal distance.
Keep read to learn why and how you should get in on crypto asset management today.

What Does Crypto Asset Management Mean? 

Asset management is a practice arsenic old as investing. Asset management is all about monitor, buy, and selling investments in order to optimize portfolio diversification, balance out hazard, and/or increase the reelect a portfolio is generating.
Crypto asset management is simply the process of applying this lapp exercise to digital assets that live on blockchain engineering — think digital currentness like Bitcoin and Ethereum, DeFi coins, NFTs, and so on.
Using asset management tools that are adequate to of handling a variety show of digital assets has become a necessity for mod investors, american samoa well as the fiscal professional that help them.

Exploring Cryptocurrency Asset Management Tools

A crypto asset management instrument is precisely what it sounds like — a software chopine that helps crypto investors and/or fiscal professionals manage assorted crypto assets.
typically, these kinds of tools enable users to tie in multiple crypto accounts and wallets so that they can easily keep an eye on all of their cryptocurrency holdings using a individual dashboard. In addition, many besides have charts and analytic features that give users insights into the performance of their investments, helping them make informed decisions.
Crypto trackers and fully-featured wealth trackers with crypto asset management capabilities give everyone from first-timers to widely diversify investors the avail they need to dive right into crypto, helping sustain the overall health and emergence of the crypto market. It ’ s a perfect embodiment of the phrase “ A rising tide lifts all boats. ”

Why Is Crypto Asset Management All the Rage Right Now? 

Simply put, crypto asset management is blowing up because crypto is.
From power station brands investing in crypto to major fiscal institutions getting on board, crypto is going mainstream.
Learning the intricacies of cryptocurrency and figuring out the action of investing can take a lot of function for new investors. Add to that the struggle of checking multiple crypto exchange accounts and wallets every day and it ’ sulfur adequate to cause anyone with more than a few crypto assets to stall out on their investment goals.
Crypto asset management is rising in popularity and importance because it turns what can be an consuming attempt into an accomplishable mission that helps investors meet their dependable potential.

Why Should Retail Investors Use Crypto Asset Management Tools? 

There are ten thousand reasons every day investors with more than a handful of crypto assets should besides invest in crypto asset management tools.

Maximize the Value of Your Crypto Investments

If you ’ re one of those people to whom “ out of sight, out of mind ” applies, then adopting a crypto asset management solution should be high on your disturbance list.
With a clear view of all your crypto assets laid out in front of you, it ’ randomness easier to understand where your investments stand and what changes you can make to optimize them and move them toward your goals.

Make and Monitor Progress Toward Your Goals 

Speaking of moving toward goals — the key son there is “ moving. ”
Simply having crypto investments isn ’ metric ton angstrom significant as actively working with them to make certain they ’ ra move, aka growing, in the right direction.
A crypto asset management tool that shows you how your portfolio is shifting over time can give you valuable information about which assets to hold and which to trade out to make sure you ’ re progressing on your fiscal objectives.
Make and Monitor Progress Toward Your Goals 

Ensure High-Quality Diversification 

Portfolio diversification is a aureate dominion in the investment universe, specially when dabbling in high-volatility assets like cryptocurrency. however, it ’ second all besides easy to shy away from varied, ongoing diversification efforts when you feel wholly overwhelmed by all the things going on with your portfolio.
again, the penetration that a crypto asset management platform provides is pivotal. With a clear overview of the different types of coins you ’ rhenium keep, you ’ ll be able to make fresh and divers investment decisions that symmetry and protect your wealth in a meaningful way.

Better Understand the Health of Your Wealth 

Tracking net worth can help you understand the overall health of your wealth. And since it requires you to understand how the value of everything you owe compares to the value of everything you own, it gets harder to calculate as your portfolio becomes larger and more diverse. A crypto asset management tool that tracks the prize of your crypto is essential to getting a clear up number that you can add to your asset pool when calculating your final worth.

Why Do Financial Professionals Need Crypto Asset Management Software?

It ’ s reasonably easily to see how individual investors can truly benefit from finding the right crypto asset management tools. But what about the fund managers, the CPAs, and the rest of the huge assortment of fiscal advisors who serve these types of investors ? here ’ second why it ’ second just as important for fiscal pros to get on the crypto asset management train.

Chances Are Your Clients Are Already Interested in Crypto

The truth is, your fiscal deliberation clients are probably already into crypto.
In fact, a survey by Bitwise and ETF Trends found that the majority of advisors have fielded customer questions about crypto. And it besides uncovered an even juicier fact — over 70 % of advisors said they suspect their clients are already dabbling in crypto without them !
If you want to outpace your competitors, right now is the time to invest in a crypto asset management platform that you can offer to clients to help them achieve success in the crypto space .over 70% of advisors said they suspect their clients are already dabbling in crypto

Traditional Financial Management Tools Weren’t Built for Today’s User Expectations

The field of investing has evolved, so shouldn ’ t the experience you provide for your clients ?
traditional portfolio coach software, for the most part, is a morsel besides underpowered and behind to handle the divers investments and travel rapidly that modern investors want to work with.
But with a mod crypto asset management platform — specially one that besides helps you manage early types of assets ( more on that in the future section ! ) — you can provide the fast, accurate, and modern feel that today ’ south clients crave.

Better Protect the Security of Your Clients’ Crypto Assets

As a by and large unregulated, highly decentralized, and fully digital asset class — cryptocurrency requires a bit more idea when it comes to keeping client assets secure.
Using an asset management software that ’ randomness built specifically for managing crypto is a great topographic point to start when it comes to protecting client investments from external threats.
And in addition to adopting the right software, we besides powerfully recommend you take far condom steps like securing your workplace internet joining, using a firewall, implementing multi-factor authentication wherever potential, and consulting with a cybersecurity professional.

Take a Peek Inside Kubera: Today’s Most Complete Crypto Asset Management Software for Investors and Advisors

Remember how we promised we ’ vitamin d bring in you to a crypto asset management chopine that actually goes beyond precisely crypto to help investors and advisors manage a overplus of early assets ?
Welcome to Kubera.
Kubera is a true all-in-one wealth tracker for monitor and managing about any asset you can imagine, from cash to collectibles, substantial estate, stocks, crypto coins, and even DeFi assets.
How do we do it ? Kubera ’ s web app operates on a twist, custom architecture that we built to enable the Kubera splashboard to connect to crypto exchanges angstrom well as brokerages, banks, and other institutions all over the earth ( see some of the organizations we work with hera ).
Kubera supports many democratic exchanges and wallets, such as Coinbase, Binance, and Kraken. With Kubera, investors can besides monitor digital wallets for Bitcoin, Ethereum, and more. Hardware wallet users can connect wallets like Trezor and Ledger.
kubera exchanges In addition to our automatize connectivity with all kinds of accounts, we besides integrate with some of the crown asset experts like EstiBot and Zillow. All you have to do is add your real estate, vehicle, and sphere investments to your Kubera splashboard to get a real-time evaluation of your investments.
And if you have any brokerage house or crypto accounts that didn ’ metric ton automatically connect with your Kubera account for any argue, our particular watch feature is here to save the day ! precisely look up the heart for your stocks and/or crypto coins and add those to your Kubera splashboard to see those assets right alongside the rest of your portfolio.
kubera stocks and coins Of course, no crypto asset management platform would be complete without charts that help investors and advisors visualize holdings.
That ’ s why Kubera includes beautiful charts and analytics features that help users get an overview of their asset allotment and final worth so they can make ache decisions when it comes to diversifying, investing, and evening divesting.
Kubera is crypto asset management ( and beyond ! ) construct for the twenty-first hundred.

See it for yourself today.
Investors can subscribe to Kubera ’ s low-cost design to ultimately get a clear picture of your finances.
And fiscal advisors, wealth managers, and other fiscal pros can sign up for Kubera ’ s white-label option to last start providing the mod fiscal management experience your clients will love.

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